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Shine Investment Advisory Services’s Walt Disney DIS Stock Holding History

Shine Investment Advisory Services’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$327K Buy
2,638
+655
+33% +$81.9K 0.11% 93
2020
Q2 		$221K Sell
1,983
-273
-12% -$30.1K 0.08% 114
2020
Q1 		$218K Sell
2,256
-136
-6% -$17.2K 0.1% 105
2019
Q4 		$346K Buy
2,392
+241
+11% +$33.6K 0.14% 92
2019
Q3 		$280K Sell
2,151
-130
-6% -$18K 0.13% 88
2019
Q2 		$318K Sell
2,281
-929
-29% -$123K 0.15% 85
2019
Q1 		$356K Buy
3,210
+411
+15% +$45.9K 0.17% 80
2018
Q4 		$307K Hold
2,799
– – 0.15% 79
2018
Q3 		$327K Buy
2,799
+26
+0.9% +$2.89K 0.17% 79
2018
Q2 		$291K Hold
2,773
– – 0.15% 79
2018
Q1 		$279K Sell
2,773
-273
-9% -$29K 0.15% 81
2017
Q4 		$327K Buy
3,046
+305
+11% +$31.4K 0.16% 76
2017
Q3 		$270K Hold
2,741
– – 0.14% 80
2017
Q2 		$291K Sell
2,741
-288
-10% -$31.5K 0.15% 74
2017
Q1 		$343K Buy
+3,029
New +$334K 0.23% 61

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shine Investment Advisory Services's DIS Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Walt Disney (DIS) stake by 33% in Q3 2020, buying an estimated $81.9K and bringing the position to 2,638 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #93.

Shine Investment Advisory Services first reported a position in DIS in Q1 2017 and has held it in 15 quarters since. The position peaked at $356K in Q1 2019. 2,711 funds tracked by Wall St. Rank hold DIS as of Q3 2020.

  • Shine Investment Advisory Services held 2,638 shares of Walt Disney worth $327K as of Q3 2020.
  • Shine Investment Advisory Services bought 655 Walt Disney shares in Q3 2020, an estimated $81.9K.
  • Walt Disney made up 0.11% of Shine Investment Advisory Services's portfolio in Q3 2020, its #93 holding.
  • Shine Investment Advisory Services first reported a position in Walt Disney in Q1 2017 and has held it in 15 quarters since.
  • Shine Investment Advisory Services's Walt Disney position peaked at $356K in Q1 2019.
  • 2,711 funds tracked by Wall St. Rank held Walt Disney as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.